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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,959 | $51,642-61.4% | $129,384-84.6% | $80,935-75.3% |
| Participation rate | 15.4% | 56.9%-41.5pp | 69.6%-54.2pp | 67.7%-52.3pp |
| Annual return | 29.02% | 20.78%+8.2pp | 9461.77%-9432.8pp | 35.66%-6.6pp |
| Employer contribution / active EE | $148 | $1,583-90.7% | $4,153-96.4% | $2,757-94.6% |
| Participant deferral / active EE | $561 | $2,670-79.0% | $4,166-86.5% | $4,299-87.0% |
| Admin fee / account holder | $12 | $4,312-99.7% | $7,686-99.8% | $6,924-99.8% |